
Onboard a new client so the AI knows who they are
Four guided steps, a client page that shows what is missing, and facts the AI may use only after a person checks them.
By department
Onboarding, approvals, tasks and AI budgets. 2 walk-throughs below.

Four guided steps, a client page that shows what is missing, and facts the AI may use only after a person checks them.

AI can do about half the work. The other half is knowing what it cost, what it is doing, and what is waiting for you.
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.